Legacy Capitals

🧐 How do we prepare future owners? 🧐 How do we move interested candidates for leadership into strong candidates? 🧐 How do we encourage our future leaders to get involved? 🧐 How do we help our NextGens practice the skills needed to be a future leader? In our series, Legacy Profiles, we explore questions like these and more. Check out this clip from our interview with Brittney Ray, a 5th generation family member speaking to the importance of engaging and empowering future owners in order to foster an environment ripe for maximum impact and positive family connection through the generations. We're excited to share this and more inspiring stories within our Legacy Capitals Academy this year. Stay tuned! #ownership #stewardship #nextgenpreparation

Please join us in welcoming Christin Cardone McClave to the Legacy Capitals team as a Legacy Enterprise Consultant & Coach. With over 25 years of executive leadership and board experience, Christin brings deep expertise in family business strategy, organizational transformation, and leadership coaching. Her expertise in blending family values with strategic innovation makes her a perfect fit for our team. Welcome, Christin! #FamilyBusiness #FamilyEnterprise #Values

Our team and clients are so fortunate to have you as part of Legacy Capitals!

Thank you to everyone who joined us for our Q1 Advisor Seminar hosted by Richard Orlando, PhD: "What Keeps Your Clients Up At Night?" The seminar provided practical strategies and resources to help address three key concerns of LeadingGen clients: when and how to discuss family wealth with their children, how to minimize entitlement, and how to prepare them to be responsible stewards of family resources. Attendees gained the confidence to navigate these essential conversations, enhancing their value proposition and distinguishing themselves from industry competitors. ____________________ Legacy Capitals hosts quarterly educational seminars discussing timely and relevant industry topics. Participants are provided with resources to bolster their practice and engage more deeply with their clients. Want to score an invite to our next Quarterly Seminar? Join our Pro or Pro Plus Membership plan and you're in! Reach out to learn more. https://buff.ly/40Hxiai #financialadvisor #wholefamilyadvisor #wealthmanagement

Loving your clients means truly understanding and caring about what matters most to them: not just their financial capital, but their entire family. Advisors should expand their role beyond serving decision-makers, to becoming trusted partners to the whole family, building relationships across generations. By prioritizing what clients love most, advisors can create deeper, more meaningful value and ensure their impact lasts for generations to come. Check out Richard Orlando, PhD's podcast with Purposeful Planning Institute, What Does Love Have to Do with Serving Clients? For more resources like this, consider signing up for our Advisor Membership which, among many other great benefits, grants you access to a library full of articles, videos, podcasts, activities, and more. Learn more and sign up here: https://lnkd.in/ePVDvSqX #loveyourclients #wholefamilyadvisor #trustedadvisor

From strengthening family bonds to clearly conveying your values and vision for shared resources, a well-structured and thoughtfully managed family meeting can lead to meaningful and lasting benefits. Let us guide you in planning a successful and impactful family retreat. #familymeeting #familyretreat #legacy

There is still time to join our Love Your Clients Valentines Day giveaway 🎁 Check out the details in our recent post below. #loveyourclients #legacy #wholefamilyadvisor

Food for thought... Valuable article by Karen R. McColl, CFA & Maria C. Quinn Legacy Capitals https://lnkd.in/gMHhZzQe

Check out this resource on The Academy, Legacy Capitals' online learning and membership platform. This article is available to anyone with a free, basic membership - all you have to do is sign up! If you sign up between now and February 13th you will be automatically entered in to our Valentines Day giveaway, check out our recent posts to learn more. Academy Sign Up: https://buff.ly/3P1eaA8 Resource Link: https://buff.ly/42DZWwU #legacy #wholefamilyadvisor #legacymessage

February means the season of love is upon us! In the spirit of love, we are doing a Love Your Clients Giveaway. Love Your Clients Giveaway: 🎁 One copy of Richard Orlando's book "Love Your Clients" 🎁 One copy of Richard Orlando's book "Legacy" (A great client gift!) 🎁 An exclusive invitation to our upcoming Advisor Seminar: "What Keeps Your Clients Up at Night?" (advisor seminars are typically reserved for our Pro and Pro Plus members) 🎁 One "Live Your Legacy" Visor To enter, simply sign up for our Basic Membership (it's always free) by February 13th. Once you sign up, you'll gain access to our library of resources designed specifically to equip you with the tools and knowledge to effectively serve your clients, focusing on what they care about most - their loved ones! Sign up today: https://buff.ly/3P1eaA8 Good luck and keep an eye on your inbox! The winner will be contacted on Friday, February 14th. #liveyourlegacy #loveyourclients #cfp